# Import Settings ## Guide to Create and Edit Custom Templates ### Step 1 : Select Settings Select Settings Panel section and open it. You can find this on the left-side panel on your screen. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCnXaDqVA8EwUI6tEX%2Fimage.png?alt=media\&token=6d198cba-54d4-4c27-b3f6-5759743d5b40) ### **Step 2:** Select Import settings You can locate these under E-Invoicing and EWB settings ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCnqhJWGOkmlDM5Z4d%2Fimage.png?alt=media\&token=20f0a7ae-723c-4822-9479-08412576a95d) ### **Step 3: Select Business** Select the business for which to want to create/edit a template ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCoCOBui0mXVdZlAjs%2Fimage.png?alt=media\&token=e19405a3-e7c3-4c8c-b495-7e7a03961f31) ### **Step 4: Create New Template** Click on "New Template" icon if you want to create a fresh template. Learn how to edit an existing template [here](#step-8-editing-an-existing-template) ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCocZkBskig9uWb0Cx%2Fimage.png?alt=media\&token=c7809ab6-f621-4109-9cac-399b18228e39) ### **Step 5: Upload Invoice Details** Upload the file containing invoice details. The ClearTax software supports XLSX, CSV, XLS and XLSM formats. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCpTvvrLCE1I-8lwYq%2Fimage.png?alt=media\&token=384d76b9-03df-46a8-8bd2-a6fd7550cf5f) ### **Step 6:** Mapping Columns Map the columns of your template with that of ClearTax standard template. The columns marked as "Required" are mandatory to map. Click on "Save Template" once you are done mapping them. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCtpLAtaKnoCpq6NQQ%2Fimage.png?alt=media\&token=8c6e2d6f-53ea-4b5e-b65f-18cd644d015f) ### **Step 7: Name Template** Choose a suitable name for your template for future reference. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCuL_AI0X_x_f22_BK%2Fimage.png?alt=media\&token=4558c462-614d-4d39-8c24-aa907631b4e9) ### **Step 8: Editing Existing Template** Follow the below steps to edit an already existing template. #### Step 8.1: Select Business Select the business whose template you want to edit. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCuheiIOWDw1iiB7qU%2Fimage.png?alt=media\&token=daec10fd-08f0-4c80-9ae2-ad0553f3eae1) #### Step 8.2: Select Custom Template Select the custom template you want to edit. Then click on "Edit Template" icon in front of it. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCvr2EEVfn8NdnW5f4%2Fimage.png?alt=media\&token=1cfde3b7-9496-4bad-9e2d-4d9c352d79f1) #### Step 8.3: Edit and Save Template Make the desired changes to it and click on the "save template" icon on the top once you are done. ![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaCkmiEeFKv4JGr6CM2%2F-MaCw3GsPlfcuItOI4IF%2Fimage.png?alt=media\&token=a28c0398-1a76-4913-a567-a1b298a0d410) ## Feedback {% embed url="" %}